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Schwab US Large-Cap Growth ETF

1,462 hedge funds and large institutions have $23.5B invested in Schwab US Large-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 649 increasing their positions, 459 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.73M

189% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 56

41% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 459

28% more capital invested

Capital invested by funds: $18.3B → $23.5B (+$5.15B)

9% more funds holding in top 10

Funds holding in top 10: 209228 (+19)

6% more funds holding

Funds holding: 1,3771,462 (+85)

0.29% more ownership

Funds ownership: 52.74%53.04% (+0.29%)

Holders
1,462
Holders Change
+85
Holders Change %
+6.17%
% of All Funds
19.25%
Holding in Top 10
228
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+9.09%
% of All Funds
3%
New
162
Increased
649
Reduced
459
Closed
56
Calls
$17.6M
Puts
$4.73M
Net Calls
+$12.9M
Net Calls Change
+$9.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1151
Koss-Olinger Consulting
Florida
$293K +$1.19K +45 +0.5%
IA
1152
Inspire Advisors
Idaho
$293K +$9.04K +342 +4%
LSWP
1153
Liberty Square Wealth Partners
Pennsylvania
$293K +$899 +34 +0.3%
BIS
1154
BG Investment Services
Guam
$293K +$265K +10,032 New
CNBT
1155
Canandaigua National Bank & Trust
New York
$290K
FGA
1156
Fortis Group Advisors
New Jersey
$290K +$254K +9,596 New
TCOTS
1157
Trust Company of the South
North Carolina
$290K
BHWM
1158
Beaird Harris Wealth Management
Texas
$290K +$212K +8,000 +418%
HIM
1159
Hanlon Investment Management
New Jersey
$289K
KCPG
1160
Kavar Capital Partners Group
Kansas
$289K +$212 +8 +0.1%
CFS
1161
Cannon Financial Strategists
Georgia
$287K +$26 +1 +0%
AIS
1162
Accredited Investor Services
Minnesota
$287K
EFN
1163
Equita Financial Network
Pennsylvania
$286K -$24K -907 -8%
CCM
1164
Check Capital Management
California
$286K
RFP
1165
RCS Financial Planning
Maryland
$285K +$258K +9,767 New
CA
1166
CWC Advisors
Oregon
$284K
NWA
1167
Navis Wealth Advisors
New York
$283K -$48.9K -1,850 -16%
VDI
1168
Vaughan David Investments
Illinois
$283K +$449 +17 +0.2%
JC
1169
JB Capital
Connecticut
$283K +$256K +9,676 New
FCM
1170
Fortis Capital Management
Washington
$281K -$1.32K -50 -0.5%
Empower Advisory Group
1171
Empower Advisory Group
Colorado
$281K -$149K -5,641 -37%
DIM
1172
Delta Investment Management
California
$280K -$25.8K -974 -9%
RA
1173
Riverstone Advisors
Texas
$279K
ACI
1174
Alpha Cubed Investments
California
$279K -$5.1K -193 -2%
SC
1175
Stolper & Co
Oklahoma
$279K -$1.61K -61 -0.6%

SCHG Hedge Fund Activity: Q2 2025 in Review

1,462 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2025, worth a combined $23.5B — up 28% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new SCHG positions and 56 closed out — a net gain of 106 holders — while 649 added to existing stakes and 459 trimmed.

The largest buyer was Charles Schwab, adding an estimated $752M. The largest seller was Lido Advisors, cutting an estimated $57.6M.

  • 1,462 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2025, up from 1,377 in Q1 2025.
  • Funds reported $23.5B of Schwab US Large-Cap Growth ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 162 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2025 and 56 closed out, a net change of +106 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2025 was Charles Schwab, an estimated $752M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2025 was Lido Advisors, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2025.